Merisis Advisors Private Limited • Equity
Merisis Multicap Portfolio is an equity portfolio management service (PMS) strategy run by Merisis Advisors Private Limited, launched on 5 Feb 2020. As of 30 Sep 2026, it manages ₹4.84 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +11.32% over 1 year, +9.86% over 3 years and +7.76% over 5 years (+15.99% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 3.80 percentage points ahead of its benchmark. Its 3-year return ranks 84th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Akshay Badjate.
Ranked nearby on 3-year return: ICICI Prudential PMS Multi-Manager - Thematic Strategy (+10.05%), Ksema Wealth Multicap - India Opportunities Fund (+10.00%), Maxiom PMS - SPARK Emerging Companies Quality-Growth (+9.77%), ABM India Consumption Portfolio (+9.76%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -2.06% |
| 3 Months | +6.30% |
| 1 Year | +11.32% |
| 3 Years | +9.86% |
| 5 Years | +7.76% |
| Since Inception | +15.99% |
| management fee | Fixed Fees: AMC Charge:2.5% |
| performance fee | Variable Fees: AMC: 2% Hurdle: 10% Carry: 20% |
| exit load | 1st Year :3% 2nd Year: 2% #rd Year: 1% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callMerisis Multicap Portfolio has a 1-year return of +11.32%, a 3-year return of +9.86%, a 5-year return of +7.76% and +15.99% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Merisis Multicap Portfolio returned +7.76% against +6.38% for the Nifty 50 TRI, 1.38 percentage points ahead. Over 3 years it returned +9.86% against +6.06%; Over 1 year it returned +11.32% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Merisis Multicap Portfolio's 3-year return of +9.86% ranks 84th as of 30 Sep 2026.
Merisis Multicap Portfolio is managed by Akshay Badjate at Merisis Advisors. The strategy manages ₹4.84 Cr of client assets as of 30 Sep 2026.
Merisis Multicap Portfolio manages ₹4.84 Cr of client assets as of 30 Sep 2026.
The fee structure for Merisis Multicap Portfolio includes: management fee: Fixed Fees: AMC Charge:2.5%; performance fee: Variable Fees: AMC: 2% Hurdle: 10% Carry: 20%; exit load: 1st Year :3% 2nd Year: 2% #rd Year: 1%.
The minimum investment for Merisis Multicap Portfolio is ₹50 Lakhs.
Merisis Multicap Portfolio was launched on 5 Feb 2020. It has a 6-year track record.
Description
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